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2021-04-05-accounts

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Funds and Total Funds and
Funds Total Funds
2020 2021 2021
£ £ £
Incoming Resources
37,124.41 Income from Investments 31,488.24
414.16 Equalisation Payments 455.36
Charitable Donations Received
13,228.27 Cash donation from C Cadbury Charitable Trust 5,000.00
Deposit Interest
43.90 Smith & Williamson Interest on Cash held 7.93
50,810.74 Total Incoming Resources 36,951.53
Expenditure on Charitable Activities
38,170.00 Donations 37,436.00
Governance Costs
2,617.00 Shakespeare Martineau Administration Charges 5,727.50
523.40 VAT 1,145.50
3,439.75 Smith & Williamson Investment Management Fees 3,002.00
350.00 Independent Examination Fees 350.00
72.00 London Stock Exchange Registration Fee 72.00 10,297.00
Adjustments
240.00 Further Donations made but not Cashed - write off 275.00
Further Independent Examination Fees Due 275.00
45,412.15 Net Expenditure for the Year 47,458.00
Investments
1,458.61 Realised Gain/Loss 14,830.69
185,833.35 Unrealised Gain/Loss 204,821.62 219,652.31
187,291 96
181,893.37 Net Movement in Funds for the Year 209,145.84
1,007,692.94 Total Funds Brought Forward 825,799.57
825,799.57 The Funds of the Charity 1,034,945.41

6 July